Playfair Planning

Playfair Planning Playfair Planning is a holistic financial firm in NYC providing peace of mind for generations.

Our team provides comprehensive strategies to individuals, families, and institutions planning to invest and preserve wealth. Let us guide you through complex financial challenges to achieve your long-term goals. Our tailored service goes far beyond that of a typical financial planner. Our logo reminds us to spread our wings to reach higher heights and embodies our commitment to continuously go th

e extra mile for each of our clients. Doves are intimately aware of their environment and demonstrate a highly developed sense of presence. Our founder, Kim Bourne, has been made keenly aware of the unplanned challenges that life brings and the importance of being financially prepared for the unforeseen and has made it her mission to help her clients do just that. Wherever you are along your financial journey, we provide an integrated approach to travel the distance alongside you. The Playfair Planning team works hard to make your financial dreams a reality.

Tax time can be a good time to give your household budget a checkup.
08/29/2026

Tax time can be a good time to give your household budget a checkup.

Tax preparation may be the perfect time to give the household budget a check-up.

Financial stress is common, affecting sleep, relationships, and overall well-being, but mindfulness and meditation offer...
08/22/2026

Financial stress is common, affecting sleep, relationships, and overall well-being, but mindfulness and meditation offer a path to approaching money decisions with greater calm, clarity, and control.

An article about meditation, mindfulness, and financial well-being.

A million dollars is a common milestone—but what does it actually take to get there? Enter your numbers and see how cont...
08/15/2026

A million dollars is a common milestone—but what does it actually take to get there? Enter your numbers and see how contributions and time work together.

See what it takes in monthly contributions and time to reach a million-dollar savings goal.

Learn more about whether you need to pay estimated taxes.
08/08/2026

Learn more about whether you need to pay estimated taxes.

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

What does the average American budget look like? We’ve created a fun interactive piece that lets you see how your own bu...
08/01/2026

What does the average American budget look like? We’ve created a fun interactive piece that lets you see how your own budget compares. Read more now.

Learn about the average American budget in this fun and interactive piece.

Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial a...
07/25/2026

Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial aid options.

Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.

Are your passwords easy to crack or difficult to decipher? Test your knowledge.
07/18/2026

Are your passwords easy to crack or difficult to decipher? Test your knowledge.

Simple steps may help you foil hackers and protect your privacy.

Many retirees have discovered the benefits of a retirement spent in the great outdoors. Are you ready to do the same?
07/11/2026

Many retirees have discovered the benefits of a retirement spent in the great outdoors. Are you ready to do the same?

Get ready to enjoy America’s national park system with this helpful article.

Address

New York, NY
11236

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+17186295898

Alerts

Be the first to know and let us send you an email when Playfair Planning posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Share